PowerUp Challenge: Second Standard Reports Task

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  • @Crystal Bruce - this is a great feature - especially with month-end docs needed. It is one less thing I have to remember to do.

  • @Allison Reville
    I was able to schedule a report and sent to a colleague, but forgot about it and had to do some searching to find it. I need some more practice, but once mastered, I think running weekly action reports for - and sent to - my team will be of great value.

  • @Crystal Bruce this will be helpful to plan when I run certain reports. I will not forget to run them at times. It will also be helpful if I have to run a report each month.

  • @Crystal Bruce The scheduling reports will greatly help with our year-end audit reports from RE especially the point that we can share the report with others on the team in case one from our team is out.

  • @Crystal Bruce Scheduling reports makes it handy to compare progress over a given time.

  • @Crystal Bruce
    Scheduled report is helpful for fundraising director that doesn't normally go into RE NXT.

  • @Crystal Bruce
    We have been working with Queue for awhile now so automated reporting is not new to use.

  • @Crystal Bruce
    This will be very helpful for reports for our VP each month!!

  • @Crystal Bruce I love love love this feature!! Hoping that we will be able to schedule our Export/Queries as well. We don't use the Standard Reports much, but we have many many Exports that we run manually every week or every month. This would be huge to be able to do!

  • @Crystal Bruce I look forward to using this tool. Right now I can't think of reports that I would use this for but now that this is an option I will definitely look for more uses in the future. Part of the problem is that some of the report don't do everything we need them to or are not customizable enough.

  • @Crystal Bruce I can see this coming in handy. I scheduled my first report to drop after lunch and the same time for the rest of the week. I experimented with sharing it with different people so I can see what that experience might be like.

  • @Crystal Bruce love being able to schedule reports to run. It allows me to set up what I want but run at a later time when all gift entry is done or other tasks that I am not completing but am dependent on. It also allows me to have it waiting for me in the morning - or share with others for when they need it. Now to get others to know what to look for and access the report ?

  • @Crystal Bruce I created and saved a report and found that scheduling it was super easy. No more manually running things for me ?

  • @Crystal Bruce Definitely a great way to get the reports into the hands of various supervisors on a regular basis! Love this!

  • @Crystal Bruce Although I do not need to run any scheduled reports - I do like the option for future.

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